How Agentic AI Is Transforming Insurance Sales: Meet AskSimahi

The insurance industry has always been built on relationships — but the modern advisor’s day is filled with something very different: admin work. Endless clicks. Data buried across systems. Missed follow-ups. Spreadsheets full of expiry dates. And CRMs that feel useful only after hours of manual effort.

In 2025, the biggest productivity challenge for Canadian insurance advisors isn’t a lack of leads — it’s the lack of time.

This is the problem Simahi was built to solve. And with AskSimahi, we’re taking it a step further by adding Agentic AI into the heart of the CRM.

The Hidden Problem: Advisors Spend More Time Managing Work Than Doing Work

Most advisors spend 40–60% of their day doing low-value tasks:

• Searching for information — “Where is that client’s policy?”
• Updating spreadsheets — renewals, leads, birthdays, follow-ups.
• Manual follow-ups — quotes, renewals, cross-sell opportunities.
• Using disconnected tools — CRM, quoting, tasks, email… none connected.

The Consequence: Lost Sales, Missed Renewals, Slower Growth

When advisors spend more time managing work than doing work, they unintentionally miss:

• renewals,
• hot leads,
• follow-ups,
• policy expiries.

This isn’t a performance issue — it's a system issue. The tools weren’t designed for the real day-to-day of Canadian insurance advisors.

The Solution: An AI Operating System for Insurance

Simahi unifies CRM, quoting, tasks, renewals, policy tracking, and compliance into one place.

But the real breakthrough is AskSimahi — our built-in Agentic AI assistant.

What Is Agentic AI (in Simple Words)?

Unlike regular AI that only “answers questions,” Agentic AI can think, understand intent, and take action.

AskSimahi doesn’t just respond — it works.

• Finds clients instantly
• Pulls policies and renewals
• Summarizes client journeys
• Creates or suggests tasks
• Surfaces expiring business
• Helps automate follow-ups
• Understands natural language

How AskSimahi Solves Real Advisor Challenges

Problem #1: Too many clicks → Solution: Zero-click data retrieval

You: “Show me all clients expiring in 30 days.”
AskSimahi: Instantly shows them.

Problem #2: Missed follow-ups → Solution: AI-driven reminders & tasks

AskSimahi helps you stay proactive — not reactive.

Problem #3: Scattered information → Solution: One intelligence layer

AskSimahi knows your clients, leads, quotes, policies, renewals, and tasks — all in one place.

Problem #4: Too much admin → Solution: AI that reduces admin to near zero

Summaries, insights, follow-ups, reminders — done automatically.

What This Means for Advisors

• More Sales — time spent with clients, not in menus.
• More Renewals — no expiry slips through.
• More Speed — answers in seconds.
• More Visibility — clear priorities daily.
• Better Client Experience — faster, smarter communication.

Simahi + AskSimahi = Canada’s First Agentic CRM for Insurance

We’re not creating just another CRM. We’re building an AI Operating System for Insurance Sales.

Simahi becomes your business hub. AskSimahi becomes your digital teammate.

The Future of Insurance Sales Is Agentic

Advisors who adopt AI won’t be replaced — they’ll simply outperform those who don’t. Not because AI replaces them, but because AI removes everything that slows them down.